本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：300679 证券简称：电连技术 公告编号：2024-056 电连技术股份有限公司 关于参加 2024 年度深圳辖区上市公司集体接待日活动的公告 特此公告。 电连技术股份有限公司董事会 2024 年 11 月 22 日 为进一步加强与投资者的互动交流，电连技术股份有限公司（以下简称"公司"） 将参加由深圳证监局和深圳证券交易所指导、深圳上市公司协会与深圳市全景网络有 限公司联合举办的"2024年度深圳辖区上市公司集体接待日"活动，现将相关事项公 告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参与本 次互动交流，活动时间为 2024年12月12日（周四）14:30-17:00。届时公司高管将在线 就公司2023年度业绩、公司治理、发展战略、经营状况、融资计划、股权激励和可持 续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ ...

证券代码：300679 证券简称：电连技术 公告编号：2024- 055 电连技术股份有限公司 关于参与投资设立的合伙企业对外投资进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、投资概述 为响应国家号召，抓住当前集成电路产业重组整合的良机，寻找集成电路产 业链上下游优质项目进行跨境并购，公司于 2021 年 8 月 5 日召开公司第二届董事 会第二十次会议及第二届监事会第十八次会议，会议分别审议通过了《关于公司 参与投资设立股权投资合伙企业的议案》，同意公司与北京建广资产管理有限公 司（以下简称"建广资产"）共同合作，投资设立东莞市建广广连股权投资合伙 企业（有限合伙）（以下简称"建广广连"）。建广广连出资总额为人民币 55,30 0 万元，其中公司作为有限合伙人以自有资金出资人民币 55,200 万元，出资比例 为 99.8192%。公司已按照《合伙协议》实缴建广广连投资额，建广广连已联合建 广资产管理的其他基金共同成立了东莞市飞特半导体控股有限公司（以下简称 "飞特控股"），飞特控股通过成立的英国全资孙公司 FTDI Holding Limi ...

Investment Rating - The investment rating for the company is "Outperform the Market" [3][9]. Core Views - The company achieved a record high revenue of 3.333 billion yuan in the first three quarters of 2024, representing a year-on-year increase of 51.16%, with a net profit of 459 million yuan, up 85.36% year-on-year [1]. - The automotive connector segment is expected to see continued growth due to the rising penetration of smart driving technologies and the company's strong position as a core supplier for major domestic automotive manufacturers [1]. - The upcoming release of flagship Android smartphones is anticipated to boost the company's high-end product sales, particularly in the context of government subsidies and the early timing of the Double 11 shopping festival [1]. Financial Performance Summary - For Q3 2024, the company reported revenue of 1.189 billion yuan, a year-on-year increase of 41.50% and a quarter-on-quarter increase of 7.66% [1]. - The gross profit margin for Q3 2024 was 33.60%, showing a year-on-year decrease of 1.48 percentage points but a quarter-on-quarter increase of 1.11 percentage points [1]. - The net profit margin for Q3 2024 was 13.10%, reflecting a year-on-year decrease of 2.52 percentage points and a quarter-on-quarter decrease of 0.76 percentage points [1]. Earnings Forecast and Financial Indicators - The company is projected to achieve net profits of 620 million yuan, 815 million yuan, and 1.011 billion yuan for the years 2024, 2025, and 2026, respectively, indicating year-on-year growth rates of 74.0%, 31.5%, and 24.2% [2][3]. - The price-to-earnings (P/E) ratios for the years 2024, 2025, and 2026 are expected to be 30x, 23x, and 18x, respectively [1][2].

关于收到民事判决书暨终审判决的公告 电连技术股份有限公司 证券代码：300679 证券简称：电连技术 公告编号：2024-054 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，电连技术股份有限公司（以下简称"公司"）收到中华人民共和国最高 人民法院送达的（2022）最高法知民终441号《民事判决书》，相关情况如下： 一、本次诉讼的基本情况 公司于 2019 年 7 月收到广东省深圳市中级人民法院送达的案号为（2019）粤 03 民初 1972 号的《民事起诉状》，原告株式会社村田制作所就案由为侵犯发明专利权 纠纷起诉公司，本次诉讼事项具体内容详见公司于 2019 年 7 月 2 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于收到民事起诉状的公告》（公告编号：2019-057）， 《关于收到诉讼开庭通知的公告》（公告编号：2019-061）。 2021 年 6 月，广东省深圳市中级人民法院作出（2019）粤 03 民初 1972 号《民 事判决书》，一审判决结果为驳回原告株式会社村田制作所的全部诉讼请求，本案 诉讼费人民币 33200 ...

Investment Rating - The report maintains an "Outperform" rating for the company, indicating a positive outlook for its stock performance relative to the market [5][6]. Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2024, with revenue reaching 3.33 billion yuan, a year-over-year increase of 51.2%, and net profit of 459 million yuan, up 85.4% year-over-year [5][7]. - The growth is attributed to strong demand in the consumer electronics and automotive electronics sectors, with a notable increase in shipments [5][6]. - The automotive electronics segment is highlighted as a key growth driver, with expectations for continued high growth potential [5][6]. - The report emphasizes the upcoming release of new consumer electronics products in Q4, which is expected to further boost sales [6]. Financial Summary - For 2024, the company is projected to achieve total revenue of 4.11 billion yuan, with a year-over-year growth rate of 31.5% [7]. - The net profit forecast for 2024 is 604 million yuan, reflecting a growth rate of 69.6% compared to the previous year [7]. - The report provides a detailed financial outlook for 2025 and 2026, with expected revenues of 5.36 billion yuan and 6.68 billion yuan, respectively, and net profits of 811 million yuan and 1.02 billion yuan [7][9].

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [1][16]. Core Views - The company has shown significant growth in both consumer electronics and automotive sectors, achieving record quarterly revenue [1]. - The automotive connector market is experiencing a trend towards domestic suppliers, with the company steadily increasing its market share [1]. - The flexible circuit board business has turned profitable, with long-term growth potential anticipated [1]. - The gross margin has improved, although profit growth has lagged behind revenue growth due to increased expenses [1]. - The company is projected to achieve net profits of 621 million, 795 million, and 969 million yuan for the years 2024, 2025, and 2026 respectively [2]. Financial Summary - For the first three quarters of 2024, the company reported total revenue of 3.333 billion yuan, a year-on-year increase of 51.16%, and a net profit of 459 million yuan, up 85.36% year-on-year [1]. - In Q3 2024, revenue reached 1.189 billion yuan, reflecting a 41.5% year-on-year growth, while net profit was 151 million yuan, a 23.53% increase year-on-year [1]. - The company's gross margin for Q3 2024 was 33.6%, an increase of 1.11 percentage points from the previous quarter [1]. - The projected revenue for 2024 is 4.31 billion yuan, with a year-on-year growth rate of 37.7% [2]. Market Position - The company has established itself as a key supplier for major domestic automotive manufacturers, including Geely, Great Wall, BYD, and others, benefiting from the rapid growth of the automotive connector industry [1]. - The flexible circuit board segment is expected to see substantial growth due to increased demand from domestic smartphone brands and wearable devices [1]. Valuation - The target price for the company's stock is set at 56.30 yuan, based on a price-to-earnings ratio of 30 times for 2025 [1][3]. - The current stock price is 44.18 yuan, indicating potential upside [3]. Key Financial Metrics - The company’s total revenue is projected to grow from 3.129 billion yuan in 2023 to 4.310 billion yuan in 2024, with a compound annual growth rate of 37.7% [2]. - The net profit is expected to recover from a decline in 2023 to 621 million yuan in 2024, reflecting a growth rate of 74.2% [2]. - The earnings per share (EPS) is projected to increase from 0.84 yuan in 2023 to 1.46 yuan in 2024 [2].

特此公告。 电连技术股份有限公司（以下简称"公司"）分别于 2024 年 8 月 28 日、2024 年 9 月 19 日召开了第二届董事会第二十八次会议及 2024 年第一次临时股东大会， 会议审议通过了《关于变更公司注册资本及修订<公司章程>的议案》。公司办理完 成了 2022 年限制性股票激励计划第二类限制性股票首次授予第二个归属期及预留 授予第一个归属期的归属股份登记工作，本次第二类限制性股票归属数量为 139.98 万股，本次第二类限制性股票上市流通日为 2024 年 7 月 26 日。上述第二类限制性 股票登记完成后，公司股份总数由 422,384,900 股增加至 423,784,700 股，公司注册 资本由 422,384,900 元（以下"元"指人民币）增加至 423,784,700 元。具体内容详 见公司 于 2024 年 7 月 24 日 、 2024 年 8 月 29 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于 2022 年限制性股票激励计划第二类限制 性股票首次授予第二个归属期及预留授予第一个归属期归属结果暨股份上市的公 告》（公告编 ...

电子/消费电子 公 司 研 究 电连技术（300679.SZ） 2024 年 10 月 28 日 消费电子业务回暖，汽车电子收入高增长 ——公司信息更新报告 33.33 亿元，YoY+51.16%；归母 4.44 亿元，YoY+87.83%，毛利率 实现营收 11.89亿元，YoY+41.50%， YoY+23.53%，环比+3.60%；销售毛利率 。公司业绩持续增长，主要系 2024H2 全球消费电子 行业回暖，以及公司汽车高频高速连接器业务导入新客户景气度延续。其中 2024Q3 单季度利润增速低于营收增速原因主要系 2024Q3 在建工程转固折旧影 响及投资收益同比减少两千万所致。考虑汽车电子业务维持高增长，我们维持 2024/2025/2026 年归母净利润预测为 6.2/8.2/10.5 亿元，当前股价对应 PE 为 30.2/22.8/17.9 倍，维持"买入"评级。 | --- | --- | --- | --- | |-------------------------|-------------------|------------------------------------------- ...

Investment Rating - The report maintains a "Recommended" rating for the company [1][3]. Core Views - The company's Q3 2024 performance met expectations, with revenue of 11.89 billion yuan, a year-on-year increase of 41.50%, and a net profit of 1.51 billion yuan, up 23.53% year-on-year [1]. - The company is positioned as a leader in automotive high-speed connectors, benefiting from the increasing demand driven by the electrification and intelligence of vehicles [1]. - The consumer electronics segment is stable, while the automotive business is rapidly penetrating the market, with profits improving each quarter [1]. Financial Performance Summary - For the first three quarters of 2024, the company achieved revenue of 33.33 billion yuan, a year-on-year increase of 51.16%, and a net profit of 4.59 billion yuan, up 85.36% year-on-year [1]. - The gross margin for Q3 2024 was 33.60%, a decrease of 1.48 percentage points year-on-year, while the net margin was 13.10%, an increase of 2.52 percentage points year-on-year [1]. - The company expects net profits for 2024-2026 to be 6.50 billion yuan, 8.01 billion yuan, and 10.03 billion yuan, respectively, corresponding to price-to-earnings ratios of 30, 24, and 19 times [1][4].